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Goodman Advisory Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Goodman Advisory Group’s Portfolio AGGY Stock Details AGGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-354
Closed -$15K – 142
2022
Q3 		$15K Sell
354
-36
-9% -$1.61K 0.01% 104
2022
Q2 		$17K Sell
390
-35,268
-99% -$1.6M 0.01% 102
2022
Q1 		$1.71M Sell
35,658
-667
-2% -$33K 0.59% 40
2021
Q4 		$1.88M Buy
+36,325
New +$1.88M 0.63% 42

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goodman Advisory Group's AGGY Position: Q4 2022 in Review

Goodman Advisory Group sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2022, closing a stake of 354 shares — an estimated $15K sold.

Goodman Advisory Group first reported a position in AGGY in Q4 2021 and held it in 4 quarters. The position peaked at $1.88M in Q4 2021. 145 funds tracked by Wall St. Rank hold AGGY as of Q4 2022.

  • Goodman Advisory Group reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Goodman Advisory Group sold 354 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2022, an estimated $15K.
  • Goodman Advisory Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2021 and held it in 4 quarters.
  • Goodman Advisory Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.88M in Q4 2021.
  • 145 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2022.

Based on Goodman Advisory Group's 13F filing for Q4 2022, filed 20 Jan 2023.